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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1126
Asset Dedication LLC
California
$224K – – –
VAM
1127
Verity Asset Management
North Carolina
$223K +$206K +586 New
VBFP
1128
Valtinson Bruner Financial Planning
Minnesota
$221K +$211K +600 New
W
1129
WealthStone
Ohio
$220K +$204K +580 New
CMA
1130
Cedar Mountain Advisors
Oregon
$218K +$351 +1 +0.2%
CG
1131
Corundum Group
Colorado
$218K +$201K +573 New
PGFC
1132
Peapack-Gladstone Financial Corp
New Jersey
$218K +$201K +573 New
PS
1133
Planned Solutions
California
$217K +$70.2K +200 +54%
PP
1134
Palladium Partners
Virginia
$217K +$200K +570 New
EI
1135
Ellevest Inc
New York
$216K +$66K +188 +49%
BCM
1136
Brookstone Capital Management
Illinois
$216K +$200K +569 New
FCA
1137
FinTrust Capital Advisors
South Carolina
$215K -$33.7K -96 -15%
MA
1138
MJP Associates
Connecticut
$215K +$199K +566 New
JFA
1139
Johanson Financial Advisors
California
$214K +$198K +563 New
MIH
1140
Meitav Investment House
Israel
$213K +$197K +561 New
RIG
1141
RiverFront Investment Group
Virginia
$213K +$197K +561 New
HS
1142
Haafor (Singapore)
Singapore
$212K +$196K +557 New
PAA
1143
Peregrine Asset Advisers
Oregon
$212K +$196K +557 New
VAG
1144
VisionPoint Advisory Group
Texas
$210K -$107K -305 -36%
LF
1145
LifeSteps Financial
California
$210K +$195K +554 New
NERM
1146
New England Research & Management
Illinois
$209K +$193K +550 New
WSTAM
1147
Wilbanks Smith & Thomas Asset Management
Virginia
$209K +$193K +550 New
DLA
1148
Douglas Lane & Associates
New York
$208K +$192K +547 New
VPI
1149
Value Partners Investments
Manitoba, Canada
$206K +$190K +542 New
CST
1150
Charles Schwab Trust
Nevada
$206K +$191K +543 New
44 45
46
47 48